Observations & Lessons From 2025 Reflecting upon the year, I’m amazed at what a capitalist society can produce. Although rarely a smooth ride, when one

Compound Interest & Goal Setting As our semester came to an end, my students at Texas Lutheran University reviewed their investment portfolio. Since inception more

The End of an Era: Warren Buffett’s Farewell Letter This spring, I was fortunate enough to sit inside the CHI Health Center in downtown Omaha

A Dozen Ways To Lower Your 2025 Taxes The year has been dominated by tariffs, quantum computing and artificial intelligence. However, investors should pay attention

Becoming A Top 4% Investor Lately, we’ve received a variation of the same call a dozen times. The conversation starts with wanting to know if

Artificial Intelligence, Authentic Wisdom, and the Future of Real Work A couple weeks ago, I flew from Houston to San Francisco and sat next to a dermatologist

Stopping The Stock Steal Over the weekend, John, an attorney emailed me with a distressing question, “How can someone steal stocks from your portfolio? What

Is There Danger In Dividends Recently, a friend of mine, Leo, was discussing his portfolio. He said he only invests in companies paying dividends and

Investing Where It Counts Driving my daughter to cross-country practice last week, she turned to me and said, “Dad, I feel like if I don’t

What Does Money Buy? I recently had a provocative conversation with my neighbor. Travis, who is 20 years old, told me he worked his tail

Protecting Against Ponzi Schemes Recently, I got a call from a client asking us to evaluate an investment. It had similarities to other pitches, but

How a Bank Works and What It Means for Your Money A Familiar Story I laughed and told John we needed to meet soon. I